Cashmere, WA | Battle Ground, WA | Wexford, PA | |
|---|---|---|---|
| Assets under management | $70M | $73.7M | $66.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 593 | 159 | 54 |
| Assets per client | $118K | $463K | $1.2M |
| Clients per advisor | 297 | 159 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.